Adding User-Defined Custom Segments to Custom Budgets

User-defined custom segments work only for custom budgets.

Use the following procedure to add user-defined custom segments to transaction columns and custom budgets.

Important:

Do not create custom segments or install SuiteApps that contain custom segments with existing internal IDs.

To add user-defined custom segments to custom budgets:

1. Go to Customization > Lists, Records, and Fields > Custom Segments.

2. In the Custom Segments list page, click Edit on the user-defined custom segment.

3. In the Application & Sourcing subtab, click the Transaction Columns subtab.

4. In the Transaction Columns subtab, make the following changes:

   1. In the Application section, check the Expense box.

   2. In the sublist, check the box next to the Custom Budget record type.

5. Click Save.

Related Topics

Setting Up Expense Commitments and Budget Validation

Creating a Budget Validation Saved Search

Creating a Budget Control Saved Search

Creating a Budget Control Record

Setting Expense Commitments and Budget Validation Preferences

General Notices